We are live on ! Find out more
MATW icon

Matthews International

149 hedge funds and large institutions have $1.18B invested in Matthews International in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.07B → $1.18B (+$109M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 153149 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

23% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 60

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
46
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
26
OppenheimerFunds
New York
$13.8M +$1.78M +38,951 +16%
CIP
27
Chartwell Investment Partners
Pennsylvania
$10.6M -$82.3K -1,800 -0.8%
USAA
28
United Services Automobile Association
Texas
$9.38M -$1.68M -36,800 -16%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.96M +$15.7K +343 +0.2%
BA
30
BlackRock Advisors
Delaware
$8.93M +$7.62M +166,793 +998%
EA
31
Emerald Advisers
Pennsylvania
$8.55M +$223K +4,880 +3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$8.32M +$111K +2,428 +1%
TCIM
33
TIAA CREF Investment Management
New York
$6.39M -$278K -6,078 -4%
Ameriprise
34
Ameriprise
Minnesota
$6.36M +$76.6K +1,677 +1%
MSA
35
Mason Street Advisors
Wisconsin
$5.92M +$5.44K +119 +0.1%
NC
36
Northpointe Capital
Michigan
$5.6M -$4.04M -88,486 -43%
BIM
37
BlackRock Investment Management
Delaware
$5.31M -$42K -918 -0.8%
Charles Schwab
38
Charles Schwab
California
$5.25M -$123K -2,688 -2%
STB
39
S&T Bank
Pennsylvania
$5.08M -$23.8K -520 -0.5%
PPA
40
Parametric Portfolio Associates
Washington
$4.98M +$11.7K +257 +0.3%
NFA
41
Nationwide Fund Advisors
Ohio
$4.55M +$3.14M +68,795 +277%
Invesco
42
Invesco
Georgia
$4.25M -$610K -13,356 -13%
FPCG
43
Fort Pitt Capital Group
Pennsylvania
$3.73M +$7.31K +160 +0.2%
BG
44
BlackRock Group
United Kingdom
$3.7M +$2.12M +46,478 +158%
DVM
45
Dreman Value Management
Florida
$3.65M +$235K +5,135 +7%
BCM
46
Bridgeway Capital Management
Texas
$3.62M
Deutsche Bank
47
Deutsche Bank
Germany
$3.27M +$1.24M +27,055 +67%
Prudential Financial
48
Prudential Financial
New Jersey
$3.24M +$41.1K +900 +1%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.81M +$877K +19,198 +50%

MATW Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2014, worth a combined $1.18B — up 10% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MATW and 15 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $12.6M. The largest seller was Wellington Management Group, cutting an estimated $14.9M.

  • 149 institutional investors held Matthews International (MATW) as of Q4 2014, down from 153 in Q3 2014.
  • Funds reported $1.18B of Matthews International stock for Q4 2014, up 10% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q4 2014 and 17 closed out, a net change of -2 holders.
  • The largest Matthews International buyer in Q4 2014 was JP Morgan Chase, an estimated $12.6M added.
  • The largest Matthews International seller in Q4 2014 was Wellington Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2014.